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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

* Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. * Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

Description

Streamlining your DSO can significantly enhance your cash flow, allowing you to concentrate on running your business instead of chasing payments. It’s crucial to keep track of outstanding amounts and identify clients who may require a gentle nudge via email or a phone call. With Payboard, you can effortlessly send invoices that are automatically adjusted to comply with EU eInvoicing standards, ensuring your business remains compliant from the outset. You’ll quickly realize that every action is monitored, as your clients will receive tailored reminders without any manual effort on your part. Payboard knows exactly when these reminders should be sent and will notify you once they are opened. You can establish credit limits and set criteria for reminders, allowing Payboard to determine who receives notifications, with or without accompanying statements. Your primary aim is to provide high-quality products and services while ensuring timely payments. By utilizing Payboard, the process of collecting payments for your invoices becomes simpler, swifter, and more secure. The combination of automated reminders and the ability to accept major credit cards not only streamlines transactions but also instills confidence in your staff, allowing them to focus on delivering exceptional service. Additionally, this system reduces the administrative burden, enabling you to allocate resources to other vital areas of your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes 
Clio Yes 
ProPay Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuickBooks Payments Yes 
Stripe Yes 
Stripe Billing Yes 
Xero Yes 

Integrations

Authorize.Net No 
Clio No 
ProPay No 
QuickBooks Online No 
QuickBooks Online Advanced No 
QuickBooks Payments No 
Stripe No 
Stripe Billing No 
Xero No 

Pricing Details

$49.00/month
Sole Proprietor - $49.00/month
Small Business - $99.00/month
Enterprise - $199.00/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

InvoiceSherpa

Founded

2016

Country

United States

Website

www.invoicesherpa.com

Vendor Details

Company Name

Payboard

Website

payboard.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Alternatives

Nudge Reviews

Nudge

JM Studio LLC

Alternatives